Cassaday & Co Wealth Management’s Hormel Foods HRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,348
| Closed | -$201K | – | 328 |
|
|
2024
Q3 | $201K | Buy |
+6,348
| New | +$201K | 0.01% | 302 |
|
|
2024
Q2 | – | Sell |
-6,343
| Closed | -$221K | – | 302 |
|
|
2024
Q1 | $221K | Sell |
6,343
-700
| -10% | -$24.4K | 0.01% | 267 |
|
|
2023
Q4 | $226K | Buy |
7,043
+700
| +11% | +$22.5K | 0.01% | 251 |
|
|
2023
Q3 | $241K | Buy |
6,343
+433
| +7% | +$16.5K | 0.01% | 220 |
|
|
2023
Q2 | $238K | Sell |
5,910
-433
| -7% | -$17.4K | 0.01% | 228 |
|
|
2023
Q1 | $253K | Hold |
6,343
| – | – | 0.01% | 222 |
|
|
2022
Q4 | $289K | Buy |
+6,343
| New | +$289K | 0.01% | 202 |
|